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A financial advisers best weapon: The Meeting Agenda
by Tony Vidler One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition; […]
The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. For years – decades perhaps – they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
by Tony Vidler An incredibly powerful tool for finding and then converting ideal prospects remains the humble newsletter. You can build, and maintain, top of mind brand awareness with it. You can establish or reinforce expert positioning with it. Your reach can be extraordinary – particularly so with an e-zine or email-based newsletter. […]
by Tony Vidler A constant question for many advisers, particularly when they’ve been sitting about over a break quietly contemplating the road ahead, is what do they have to do to prepare, or adapt? Obviously there is enormous uncertainty about what lies ahead for advice businesses; some of it predictable and some of […]
Innovation, not originality, is the key to better business.
by Tony Vidler Everyone wants to grow their business, and everyone is looking for new ideas to do it. But nearly everyone wants the magical original idea that nobody else has ever thought of before, that will guarantee results quickly. Innovation is by definition original, but originality is not necessarily the same as […]
by Tony Vidler The elite performing financial advisers are substantially better at positioning themselves professionally than average advisers are. That positioning really pays off too: surveys suggest that they get 2.5 X MORE business from new clients than average advisers. And to really highlight the performance difference they are getting vastly higher business levels […]
Give clients the Red Carpet. (But only a small one!)
by Tony Vidler What is more effective: running a client seminar with 100 guests, or running 5 client events of only a dozen or so at a time? Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. The best advisers […]
by Tony Vidler Every lead is gold, and ideally every lead would result in conversion to a client. The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all. The short cut to better conversion is often a […]
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
by Tony Vidler Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something that other people value and will pay you for. It is not a simple […]